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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
1376
MassMutual Private Wealth & Trust
Connecticut
$596K +$38.5K +460 +8%
AC
1377
ASB Consultores
Florida
$595K +$83.7K +1,000 +18%
CCWM
1378
Cassaday & Co Wealth Management
Virginia
$594K +$17.8K +212 +3%
PWPS
1379
Pinnacle Wealth Planning Services
Ohio
$593K +$43K +513 +9%
SEIA
1380
Signature Estate & Investment Advisors
California
$592K -$29K -346 -5%
BOM
1381
Bank of Marin
California
$590K +$35.7K +426 +7%
CWM
1382
Cornerstone Wealth Management
Missouri
$589K -$8.21K -98 -1%
MSRI
1383
Michael S. Ryan Inc
New York
$587K +$36.8K +439 +7%
WCM
1384
Wellington Capital Management
Maryland
$583K +$535K +6,390 New
LFG
1385
Larson Financial Group
Missouri
$582K -$4.61K -55 -0.9%
WAM
1386
WNY Asset Management
New York
$578K -$8.46K -101 -2%
SWA
1387
SFMG Wealth Advisors
Texas
$577K +$2.6K +31 +0.5%
PWM
1388
Prosperity Wealth Management
California
$577K -$158K -1,890 -23%
LCM
1389
Lazari Capital Management
California
$576K -$45.2K -540 -8%
IFPG
1390
Intrepid Financial Planning Group
Indiana
$575K – – –
CAS
1391
CTC Alternative Strategies
Illinois
$575K +$528K +6,302 New
CWM
1392
Centurion Wealth Management
Virginia
$575K -$30.1K -359 -5%
FLI
1393
Family Legacy Inc
South Carolina
$575K – – –
PWM
1394
Palacios Wealth Management
Florida
$573K +$526K +6,285 New
CRI
1395
Commonwealth Retirement Investments
Virginia
$571K -$2.38M -28,391 -82%
NHT
1396
New Hampshire Trust
New Hampshire
$569K -$3.1K -37 -0.6%
MAC
1397
Mason & Associates (California)
California
$569K – – –
SFS
1398
Strategic Financial Services
New York
$564K – – –
CGA
1399
Crescent Grove Advisors
Illinois
$563K -$37.8K -451 -7%
KCM
1400
Kathmere Capital Management
Pennsylvania
$561K +$214K +2,557 +71%
54 55
56
57 58